$500MM AUM | $3.7MM GDC in Clifton Park, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Clifton Park, NY, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$500,000,000.00
Gross Revenue
$3,700,000.00
# of Accounts
1,400
Avg Client Age
65
Overview

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...